Category Archives: Financial Notes and News
When do you Choose Generics over Name Brands? Money and our decisions can be a very interesting topic. Carl Richards is a dynamic financial professional to follow if you are intrigued by money and how it affects our behaviors. He … Continue reading
2013 06 CalCPA mag article only
As of June 2012, Brooke Salvini was appointed to the CalCPA Education Foundation Investment Committee.
Salvini Financial Planning welcomes Trevor Shubert as a summer intern for us. Trevor is a Finance student in the Business Department at Cal Poly, San Luis Obispo. He will be beginning his senior year this Fall. We look forward to a productive and enjoyable summer in our office!
After the first-ever White House Summit on Financial Literacy, the White House launched a Commitment to Promote Financial Empowerment, and a subsequent new website called “Money As You Grow”. This new website highlights 20 money lessons for children, broken into … Continue reading
In the Washington Post Business section, Brooke contributes with some advice for marital couples and their finances.
2012 05 AP Wash Post Art. Newlyweds Take Heed. 7 Steps to steer clear of marital money troubles
A recent article in Pacific Coast Business Times. Brooke addresses Estate Planning and the difference a day can make.
SalviniFinancial PCBT article
This was a photo from a recent gathering of PFP’s from our State Commitee within CalCPA. A true meeting of minds to expand knowledge and improve the process for current and potential PFP’s.
Yesterday the Department of Labor issued helpful guidance on the new fee disclosure requirements set to start this summer. I’m sure your Third Party Administrator will be handling this for you but as Trustee and Fiduciary of your company plan … Continue reading